Curi Capital completed its previously announced strategic investment from The Vistria Group, providing additional capital to support the growth of the national registered investment adviser. Curi Capital has more than $14 billion in assets under advisement.
The firm will continue operating under its existing name and will remain led by its current management team.
Curi Capital serves high-net-worth individuals, families, healthcare professionals, business owners, and institutional clients.
The firm operates from 12 offices across eight states and the District of Columbia.
The investment is intended to support expansion of Curi Capital’s wealth management and financial planning capabilities, technology, people, client experience, and geographic reach.
Wealth Partners Capital Group will continue supporting Curi Capital’s strategic growth and M&A initiatives.
The Vistria Group is investing alongside Curi Capital’s employee owners and existing shareholders, including Curi and Wealth Partners Capital Group.
Curi will remain a significant shareholder.
Financial terms were not disclosed.
The Vistria Group manages more than $18 billion in assets and invests across sectors including financial services, healthcare, knowledge and learning solutions, and housing.
KEY QUOTES:
“This partnership represents an important next chapter for Curi Capital.”
Dimitri Eliopoulos, CEO of Curi Capital
“Curi Capital has the ability to pair sophisticated wealth management and financial planning capabilities with a highly personalized client experience.”
Boris Rapoport, Senior Partner and Co-Head of Financial Services at The Vistria Group
“Curi Capital stands out for its leadership, culture and commitment to clients.”
Mike Castleforte, Senior Partner and Co-Head of Financial Services at The Vistria Group
